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Videos and Articles

What’s going on with energy prices?

What’s going on with energy prices?

As economies continue to emerge from COVID-19-induced lockdowns, demand has rebounded more than expected, helping fuel the recent rally.
SBA Enhances the Economic Injury Disaster Loan Program

SBA Enhances the Economic Injury Disaster Loan Program

The SBA has modified and enhanced the Economic Injury Disaster Loan (EIDL) program to expand both eligibility and program benefits. In this video, we'll quickly cover the changes and how they might help you and your business.
Homebuilders, facing material shortage, can’t meet soaring demands

Homebuilders, facing material shortage, can’t meet soaring demands

Even as the housing market leads the U.S. economic recovery, homebuilders are facing new pressures as they try to meet surging demand.
Green energy credits and excise tax proposals in Build Back Better Act

Green energy credits and excise tax proposals in Build Back Better Act

House Ways & Means reconciliation bill contains significant changes to renewable energy credits as well as new excise taxes.
SAS 136: Changes for employee benefit plans and their auditors

SAS 136: Changes for employee benefit plans and their auditors

SAS 136 will affect audits of employee benefit plans subject to ERISA effective for periods ending on or after December 15, 2021.
OCC’s “Bank Accounting Advisory Series” – 2021 edition

OCC’s “Bank Accounting Advisory Series” – 2021 edition

The OCC recently issued its views on a variety of accounting topics relevant to the financial institutions industry.
Succession planning using employee stock ownership plans

Succession planning using employee stock ownership plans

ESOPs are a unique tool that can be valuable to selling shareholders, corporations and employees in a corporate succession plan.
Succession planning using retirement plans

Succession planning using retirement plans

Business owners who work for the company may facilitate an ownership transition by separating service payments from company value.
Owner Readiness for Business Succession

Owner Readiness for Business Succession

Owner readiness is crucial to successful business succession, but many struggle with this first step. Read more on planning goals.
House Ways and Means Committee Proposed Tax Changes

House Ways and Means Committee Proposed Tax Changes

The House of Representatives Ways and Means Committee recently released draft legislation that would increase taxes to help pay for the proposed $3.5 trillion spending package. In this video, we briefly cover some of the more important proposed tax changes.
3 tests, few answers: The not-so-simple world of worker classification

3 tests, few answers: The not-so-simple world of worker classification

Growing businesses need to add workers. As the popularity of independent contractors grows, so does scrutiny over employee classification.
Strong internal controls can help minimize losses

Strong internal controls can help minimize losses

There are a number of steps construction companies can take to help avoid unintended losses resulting from error or outright fraud.
Change management for family offices: 5 key considerations

Change management for family offices: 5 key considerations

Change management for family offices can be especially challenging because of family dynamics, complex wealth and lean staff.
Performing a 401(k) retirement plan self-checkup

Performing a 401(k) retirement plan self-checkup

When an employer sponsors a retirement plan for its employees, it must carefully consider, and continually monitor, the plan provisions.
Digital assets targeted for substantial tax hikes

Digital assets targeted for substantial tax hikes

The Ways and Means Committee proposed legislation targeting digital assets to increase tax revenue via wash and constructive sales rules.